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Financial Planning Week
The 2012 FPI Financial Planning Week was held between 26th November and 30th November across the country. Aimed at educating consumers about dealing with a professional financial planner and the importance of financial planning, the campaign was very well received and widely accepted as a huge success!

What took place during the 2012 Financial Planning Week:

Ways to celebrate Financial Planning Week (all year round!)

  • Write down your financial goals.
  • Draw up a spending plan (budget).
  • Include your children in the running of the household budget for a month.
  • Get your estate in order: Create or revise your will.
  • Establish an emergency fund.
  • Invite a professional financial planner to speak at your workplace.
Download more tips on how to celebrate Financial Planning Week.



FPI Exhibition Flash Mobs

Jeremy Mansfield talks Financial Planning Week


As a part of the Financial Planning Week celebrations, Jeremy Mansfield interviews Shaun Latter (FPI Financial Planner of the Year Finalist 2011& 2012) & Paul Roelofse (FPI Consumer Advocate) on his popular CNBC Africa show "Mansfield's Money Sense". Topic under discussion was the value of Financial Planning and benefits of using a CFP® professional.  
 
 

 
 
CFP®, CERTIFIED FINANCIAL PLANNER® and  are trademarks owned outside the U.S. by Financial Planning Standards Board Ltd. The Financial Planning Institute of Southern Africa is the marks licensing authority for the CFP Marks in South Africa through agreement with FPSB.
Please visit  www.fpsb.org to learn more about the FPSB and the affiliate countries.

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